Form 990 United Way of SWLA by unitedwayofswla

OMB No. 1545-0047

990

Form

Return of Organization Exempt From Income Tax

2015

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) Do not enter social security numbers on this form as it may be made public. Open to Public Department of the Treasury Inspection Internal Revenue Service Information about Form 990 and its instructions is at www.irs.gov/form990. A For the 2015 calendar year, or tax year beginning 07-01 , 2015, and ending 06-30 , 20 16 B Check if applicable: C Name of organization United Way of Southwest Louisiana D Employer identification no. Doing business as

Name change

Number and street (or P.O. box if mail is not delivered to street address)

Initial return

715 Ryan Street

Final return/terminated

City or town, state or province, country, and ZIP or foreign postal code

Application pending

Tax-exempt status:

Website: Form of organization:

Telephone number

(337)433-1088 4,161,674 G

Gross receipts $

F Name and address of principal officer:

501(c)(3)

501(c) (

)

(insert no.)

4947(a)(1) or

527

www.unitedwayswla.org

Part I Activities & Governance

Room/suite

Lake Charles, LA 70601 Denise Durel Same as C above

Amended return

72-0456901

Address change

Corporation

Trust

Association

H(a)

Is this a group return for subordinates?

H(b)

Are all subordinates included? Yes If "No," attach a list. (see instructions) Group exemption number

H(c) Other

L Year of formation:

1954

M State of legal domicile:

Revenue Expenses

No No

Summary 1

Briefly describe the organization's mission or most significant activities: To unite our community by funding programs in the areas of education, income and health. Our goal is to create long-lasting change that prevents problems from happening in the first place. Our community is the 5 parish area of Allen, Beauregard, Calcasieu, Cameron and Jeff Davis.

2 3 4 5 6 7a b

Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets. Number of voting members of the governing body (Part VI, line 1a) . . . . . . . . . . . . . . . . . . . . . . Number of independent voting members of the governing body (Part VI, line 1b) . . . . . . . . . . . . . . . . Total number of individuals employed in calendar year 2015 (Part V, line 2a) ................. Total number of volunteers (estimate if necessary) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total unrelated business revenue from Part VIII, column (C), line 12 . . . . . . . . . . . . . . . . . . . . . . Net unrelated business taxable income from Form 990-T, line 34 . . . . . . . . . . . . . . . . . . . . . . .

3 4 5 6 7a 7b

27 27 21 450 0 0

Prior Year

Net Assets or Fund Balances

Yes

8 9 10 11 12 13 14 15 16a b 17 18 19

Contributions and grants (Part VIII, line 1h) . . . . . . . . . . . . . . . . . . . . . . . . . Program service revenue (Part VIII, line 2g) . . . . . . . . . . . . . . . . . . . . . . . . . Investment income (Part VIII, column (A), lines 3, 4, and 7d) . . . . . . . . . . . . . . . . . Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) . . . . . . . . . . . . Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12) . . . . . . . Grants and similar amounts paid (Part IX, column (A), lines 1-3) . . . . . . . . . . . . . . . Benefits paid to or for members (Part IX, column (A), line 4) . . . . . . . . . . . . . . . . . Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) ...... Professional fundraising fees (Part IX, column (A), line 11e) . . . . . . . . . . . . . . . . . Total fundraising expenses (Part IX, column (D), line 25) 570,694 Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e) . . . . . . . . . . . . . . . . Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) . . . . . . . . . . Revenue less expenses. Subtract line 18 from line 12 . . . . . . . . . . . . . . . . . . . .

20 21 22

Total assets (Part X, line 16) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total liabilities (Part X, line 26) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Net assets or fund balances. Subtract line 21 from line 20 . . . . . . . . . . . . . . . . . .

Current Year

3,793,287 (109,700) 29,494 3,713,081 2,537,237 735,825

464,299 3,737,361 (24,280) Beginning of Current Year

Part II

4,141,287 0 10,865 9,522 4,161,674 2,302,792 0 801,959 0 730,928 3,835,679 325,995 End of Year

5,730,764 562,294 5,168,470

7,062,143 1,567,678 5,494,465

Signature Block

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Sign Here

Signature of officer

Date

Denise Durel, Chief Executive Officer Type or print name and title Print/Type preparer's name

Paid Preparer Use Only

Preparer's signature

Firm's name Firm's address

Steven M DeRouen PO Box 4265 Lake Charles LA 70606

May the IRS discuss this return with the preparer shown above? (see instructions) For Paperwork Reduction Act Notice, see the separate instructions. EEA

Date

10-14-2016

Check

PTIN

self-employed Firm's EIN Phone no.

337-564-6602

...........................

Yes

Form 990 (2015)

Part III 1

United Way of Southwest Louisiana

Page 2

72-0456901

Statement of Program Service Accomplishments

Check if Schedule O contains a response or note to any line in this Part III Briefly describe the organization's mission:

.............................

To unite our community by funding programs in the areas of education, income and health. Our goal is to create long-lasting change that prevents problems from happening in the first place. Our community is the 5 parish area of Allen, Beauregard, Calcasieu, Cameron and Jeff Davis. 2

Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," describe these new services on Schedule O. Did the organization cease conducting, or make significant changes in how it conducts, any program services? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," describe these changes on Schedule O. Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.

Yes

X No

Yes

X No

(Code: ) (Expenses $ ) 2,302,792 including grants of $ 2,302,792 ) (Revenue $ Allocation to United Way Agency Partners - United Way of Southwest Louisiana works closely with our agency partners to ensure that the generous donations we receive are carefully and thoughtfully put to good use to help the most people. Each year, a group of dedicated volunteers make important allocation decisions that impact us all and help make our region a better place to live and work. Out goal is to help area non-profits lay the building blocks for a better life through the funding of programs in the areas of education, income, health, and safety net.

(Code: ) (Expenses $ ) (Revenue $ 260,957 including grants of $ We track certain costs of managing, supporting, researching and funding all of these community programs. These costs include, but are not limited to, training, technology, marketing, accounting and governance, and are vital to ensuring sustainability, innovation and growth of future community investments.

(Code: ) (Expenses $ ) (Revenue $ ) 209,825 including grants of $ Support of Other Community Initiatives - United Way of Southwest Louisiana is looking at the big picture - embracing the entire circle of life focusing on children and youth, families and neighborhoods, seniors, and people rebuilding their lives. We know that the big picture includes us all. That is why in addition to funding agency partners and providing our own programs, we also support other community-led initiatives such as the DEFY program, Community Helpline, and others.

Other program services (Describe in Schedule O.) (Expenses $ 55,590 including grants of $ Total program service expenses 2,829,164

4e EEA

) (Revenue $

)

) Form 990 (2015)

Form 990 (2015)

Part IV

United Way of Southwest Louisiana

Page 3

72-0456901

Checklist of Required Schedules Yes

1 2 3 4 5

7 8 9

10 11 a b c d e f 12a b 13 14a b

15 16 17 18 19 EEA

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? .............. Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II ............... Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV .............................. Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part V ............ If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable. Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for investments - program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII ..................... Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X ....... Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X ..... Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete Schedule D, Parts XI and XII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional ....... Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E ............... Did the organization maintain an office, employees, or agents outside of the United States? .................. Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV ................ Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If "Yes," complete Schedule F, Parts II and IV .......................... Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If "Yes," complete Schedule F, Parts III and IV . . . . . . . . . . . . . . . . . . . . . Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ................. Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1 2

X X

11a

11b

11c

11d 11e

X X

11f

12a

12b 13 14a

X X X

14b

19 X Form 990 (2015)

Form 990 (2015)

Part IV

United Way of Southwest Louisiana

Page 4

72-0456901

Checklist of Required Schedules (continued) Yes

20a Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H .................. b If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? ............ 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II . . . . . . . . . . . . . . . . 22 Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III .......................... 23 Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes," answer lines 24b through 24d and complete Schedule K. If "No," go to line 25a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? ............. c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? ............. 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ................. b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III .................... 28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): a A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .............. b A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV .............. 29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M ........... 30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? . . . . . . . . . . . . . . . . . . . . . b If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ............ 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O ............................. EEA

20a 20b

24a 24b

24c 24d 25a

25b

28a

28b

28c 29

X X

34 35a

X X

35b 36

38 X Form 990 (2015)

Form 990 (2015)

Part V

United Way of Southwest Louisiana

Page 5

72-0456901

Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response or note to any line in this Part V ............................ Yes

1a b c 2a b 3a b 4a

5a b c 6a b 7 a b c d e f g h 8 9 a b 10 a b 11 a b 12a b 13 a b c 14a b EEA

Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable . . . . . . . . . . . . . 1a 11 Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable . . . . . . . . . . . 1b 0 Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return . . . . . . 2a 21 If at least one is reported on line 2a, did the organization file all required federal employment tax returns? ............ Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions) ............ Did the organization have unrelated business gross income of $1,000 or more during the year? ................ If "Yes," has it filed a Form 990-T for this year? If "No" to line 3b, provide an explanation in Schedule O ............ At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," enter the name of the foreign country: See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . . . . . . . . . . . . . . . Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? . . . . . . . . . . . If "Yes" to line 5a or 5b, did the organization file Form 8886-T? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ................ If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Organizations that may receive deductible contributions under section 170(c). Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," did the organization notify the donor of the value of the goods or services provided? . . . . . . . . . . . . . . . . . . Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," indicate the number of Forms 8282 filed during the year . . . . . . . . . . . . . . . . . . . 7d Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? ......... Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . . . . . . . . . . . . If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? .. If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?

.........

Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .................... Sponsoring organizations maintaining donor advised funds. Did the sponsoring organization make any taxable distributions under section 4966? ..................... Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? .............. Section 501(c)(7) organizations. Enter: Initiation fees and capital contributions included on Part VIII, line 12 . . . . . . . . . . . . . . . . . 10a Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities . . . . . . . . 10b Section 501(c)(12) organizations. Enter: Gross income from members or shareholders . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11a Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11b Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? . . . . . . . . . . If "Yes," enter the amount of tax-exempt interest received or accrued during the year . . . . . . . . . 12b Section 501(c)(29) qualified nonprofit health insurance issuers. Is the organization licensed to issue qualified health plans in more than one state? ...................... Note. See the instructions for additional information the organization must report on Schedule O. Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans . . . . . . . . . . . . . . . . . . . . . 13b Enter the amount of reserves on hand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13c Did the organization receive any payments for indoor tanning services during the tax year? ................. If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O ...........

3a 3b

5a 5b 5c

X X

7a 7b

7e 7f 7g 7h

X X

8 9a 9b

12a

13a

14a X 14b Form 990 (2015)

Form 990 (2015)

Part VI

Page 6 72-0456901 For each "Yes" response to lines 2 through 7b below, and for a "No" response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions. Check if Schedule O contains a response or note to any line in this Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X

United Way of Southwest Louisiana

Governance, Management, and Disclosure

Section A. Governing Body and Management Yes

Enter the number of voting members of the governing body at the end of the tax year . . . . . . . . . . . 1a 27 If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O. b Enter the number of voting members included in line 1a, above, who are independent . . . . . . . . . . . 1b 27 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? ..................................... 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, or trustees, or key employees to a management company or other person? .......... 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...... 5 Did the organization become aware during the year of a significant diversion of the organization's assets? .......... 6 Did the organization have members or stockholders? .................................... 7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ................................... 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: a The governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Each committee with authority to act on behalf of the governing body? ............................ 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If "Yes," provide the names and addresses in Schedule O . . . . . . . . . . . . . . . . . Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

3 4 5 6

X X X X

8a 8b

X X X

9 Yes

10a b 11a b 12a b c 13 14 15 a b 16a b

Did the organization have local chapters, branches, or affiliates? ............................... If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? .......... Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? .. Describe in Schedule O the process, if any, used by the organization to review this Form 990. Did the organization have a written conflict of interest policy? If "No," go to line 13 ...................... Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have a written whistleblower policy? .................................. Did the organization have a written document retention and destruction policy? ....................... Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? The organization's CEO, Executive Director, or top management official . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other officers or key employees of the organization ..................................... If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions). Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

10b 11a

12a 12b

X X

12c 13 14

X X X

15a 15b

16a

10a

X X

16b

Section C. Disclosure 17 18

19 20

List the states with which a copy of this Form 990 is required to be filed Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply. Own website Another's website Other (explain in Schedule O) X Upon request Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. State the name, address, and telephone number of the person who possesses the organization's books and records:

Jennifer Dimas (337)433-1088, 715 Ryan Street, Lake Charles, LA 70601 EEA

Form 990 (2015)

Part VII

United Way of Southwest Louisiana

Page 7

72-0456901

Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule O contains a response or note to any line in this Part VII ............................

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year. List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. List all of the organization's current key employees, if any. See instructions for definition of "key employee." List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons. Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (C) (D)

Former

EEA

Highest compensated employee

Vice Chair (2) Patricia Prebula Director (3) Robyn Elias Immediate Past Chair (4) Paul Hutchens Secretary (5) Joanne Logston Director (6) Kevin Lacy Treasurer (7) Raymond Steiner Vice Chair (8) Steve Hoffpauir Director (9) Boyd Boudreaux Chair (10) Hebert Marceaux Director (11) Scott Brown Director (12) Celia Broussard Director (13) Janie Fruge Member At Large (14) Randy Fuerst Director

Key employee

(1) Dana Keel

Officer

Institutional trustee

(B) Average hours per week (list any hours for related organizations below dotted line)

Individual trustee or director

(A) Name and Title

Position (do not check more than one box, unless person is both an officer and a director/trustee)

Reportable compensation from the organization (W-2/1099-MISC)

(E)

(F)

Reportable compensation from related organizations (W-2/1099-MISC)

Estimated amount of other compensation from the organization and related organizations

2.00

X 2.00

2.00 2.00

X 2.00

2.00 2.00

X 2.00

2.00 2.00 2.00 2.00

2.00

0 Form 990 (2015)

Form 990 (2015)

Part VII

United Way of Southwest Louisiana

Page 7

72-0456901

Former

EEA

Highest compensated employee

Director (2) Harry Hank Director (3) Brad Harris Director (4) Tony McCardle Director (5) Rob McCorquodale Director (6) Roxanna Mize Director (7) Robbie Robertson Director (8) Tomeu Vadell Director (9) Jim Pellerin Director (10) Karl Bruchhaus Director (11) Jason Guidry Member At Large (12) Michael Nodier Director (13) Curtis Brescher Director (14) Denise Durel President/Chief Executive Officer

Key employee

(1) Robert Gelinas

Officer

Institutional trustee

(B) Average hours per week (list any hours for related organizations below dotted line)

Individual trustee or director

(A) Name and Title

Position (do not check more than one box, unless person is both an officer and a director/trustee)

Reportable compensation from the organization (W-2/1099-MISC)

(E)

(F)

Reportable compensation from related organizations (W-2/1099-MISC)

Estimated amount of other compensation from the organization and related organizations

2.00

124,748

2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00

2.00 2.00 40.00

20,984 Form 990 (2015)

Form 990 (2015) United Way of Southwest Louisiana 72-0456901 Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)

Page 8

(B)

Name and title

(D)

Former

Highest compensated employee

Key employee

Officer

(15) Jennifer Dimas

Institutional trustee

hours for related organizations below dotted line)

Individual trustee or director

Average hours per week (list any

Position (do not check more than one box, unless person is both an officer and a director/trustee)

(E)

Reportable compensation from the organization (W-2/1099-MISC)

(F)

Reportable compensation from related organizations (W-2/1099-MISC)

Estimated amount of other compensation from the organization and related organizations

40.00

Director of Finance

36,457

5,772

Sub-total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total from continuation sheets to Part VII, Section A .............. Total (add lines 1b and 1c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161,205 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization

26,756

(16) (17) (18) (19) (20) (21) (22) (23) (24) (25) 1b c d 2

1 Yes

3 4

Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual .......................... For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person .................

Section B. Independent Contractors 1

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year. (A) Name and business address

2 EEA

(B) Description of services

Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization Form 990 (2015)

Form 990 (2015)

Part VIII

United Way of Southwest Louisiana

72-0456901

............................

Check if Schedule O contains a response or note to any line in this Part VIII (A) Total revenue

Contributions, Gifts, Grants and Other Similar Amounts

Page 9

Statement of Revenue

1a b c d e f g h

Federated campaigns . . . . . . . . 1a 153,964 Membership dues . . . . . . . . . . 1b Fundraising events . . . . . . . . . 1c Related organizations . . . . . . . . 1d Government grants (contributions) . . 1e 35,080 All other contributions, gifts, grants, and similar amounts not included above 1f 3,952,243 Noncash contributions included in lines 1a-1f: $ Total. Add lines 1a-1f . . . . . . . . . . . . . . . . . .

(B) Related or exempt function revenue

(D) Revenue excluded from tax under sections 512-514

4,141,287

Program Service Revenue

Business Code

2a b c d e f All other program service revenue . . . . . . . g Total. Add lines 2a-2f . . . . . . . . . . . . . . . . . . . 3 4 5

Investment income (including dividends, interest, and other similar amounts) . . . . . . . . . . . . . . . . . Income from investment of tax-exempt bond proceeds ... Royalties . . . . . . . . . . . . . . . . . . . . . . . . . .

6a b c d

Gross rents . . . . . . . . Less: rental expenses . . . . Rental income or (loss) . . . Net rental income or (loss) . . . . . . . . . . . . . . . . .

(i) Real

Other Revenue

7a Gross amount from sales of assets other than inventory

(i) Securities

10,865

(ii) Personal

(ii) Other

b Less: cost or other basis and sales expenses . . . . c Gain or (loss) . . . . . . . d Net gain or (loss) . . . . . . . . . . . . . . . . . . . . . . 8a Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 . . . . . . . . . . . . a b Less: direct expenses . . . . . . . . . . b c Net income or (loss) from fundraising events . . . . . . . . 9a Gross income from gaming activities. See Part IV, line 19 . . . . . . . . . . . . a b Less: direct expenses . . . . . . . . . . b c Net income or (loss) from gaming activities . . . . . . . . . 10a Gross sales of inventory, less returns and allowances . . . . . . . . . . a b Less: cost of goods sold . . . . . . . . . b c Net income or (loss) from sales of inventory . . . . . . . . . Miscellaneous Revenue

11a b c d e 12 EEA

Processing Fee Revenue Misellaneous Revenues

Business Code

900099 900099

All other revenue . . . . . . . . . . . . . . Total. Add lines 11a-11d . . . . . . . . . . . . . . . . . Total revenue. See instructions . . . . . . . . . . . . . .

1,690 7,832

9,522 4,161,674

9,522

10,865 Form 990 (2015)

Form 990 (2015)

Part IX

United Way of Southwest Louisiana

72-0456901

Page 10

Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). Check if Schedule O contains a response or note to any line in this Part IX .............................. (A) (B) (C) (D) Do not include amounts reported on lines 6b, 7b, Total expenses Program service Management and Fundraising 8b, 9b, and 10b of Part VIII. expenses general expenses expenses 1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ... 2,302,792 2,302,792 2 Grants and other assistance to domestic individuals. See Part IV, line 22 . . . . . . . . . . . . 3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 . . . . . . . 4 Benefits paid to or for members . . . . . . . . . . . . 5 Compensation of current officers, directors, trustees, and key employees . . . . . . . . . . . . . 161,205 40,301 54,810 66,094 6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) . . . . . . 7 Other salaries and wages . . . . . . . . . . . . . . 472,437 118,110 160,628 193,699 8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .. 33,581 8,395 11,418 13,768 9 Other employee benefits . . . . . . . . . . . . . . . 77,797 19,449 26,451 31,897 10 Payroll taxes . . . . . . . . . . . . . . . . . . . . . 56,939 14,235 19,359 23,345 11 Fees for services (non-employees): a Management . . . . . . . . . . . . . . . . . . . . . b Legal. . . . . . . . . . . . . . . . . . . . . . . . . c Accounting . . . . . . . . . . . . . . . . . . . . . . d Lobbying . . . . . . . . . . . . . . . . . . . . . . . e Professional fundraising services. See Part IV, line 17 . f Investment management fees . . . . . . . . . . . . . g Other. (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O.) . . 13,367 2,005 3,342 8,020 12 Advertising and promotion . . . . . . . . . . . . . . 13 Office expenses . . . . . . . . . . . . . . . . . . . 65,566 9,873 16,204 39,489 14 Information technology . . . . . . . . . . . . . . . . 34,967 5,245 8,742 20,980 15 Royalties . . . . . . . . . . . . . . . . . . . . . . . 16 Occupancy . . . . . . . . . . . . . . . . . . . . . . 15,427 2,314 3,857 9,256 17 Travel . . . . . . . . . . . . . . . . . . . . . . . . 18,499 2,775 4,625 11,099 18 Payments of travel or entertainment expenses for any federal, state, or local public officials ..... 19 Conferences, conventions, and meetings . . . . . . . 32,669 4,900 8,167 19,602 20 Interest . . . . . . . . . . . . . . . . . . . . . . . . 44,551 6,683 11,138 26,730 21 Payments to affiliates . . . . . . . . . . . . . . . . . 22 Depreciation, depletion, and amortization . . . . . . . 22,739 3,411 5,685 13,643 23 Insurance . . . . . . . . . . . . . . . . . . . . . . 25,328 3,799 6,332 15,197 24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.) a Campaign Expenses 72,643 10,896 18,161 43,586 b Minor Furniture and Equipmen 62,614 62,614 c Organizational Expenses 15,463 2,319 3,866 9,278 d Community Program Funding 265,415 265,415 e All other expenses 41,680 6,247 10,422 25,011 25 Total functional expenses. Add lines 1 through 24e . 3,835,679 2,829,164 435,821 570,694 26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720) . . . . . . . . . . EEA Form 990 (2015)

Form 990 (2015)

Part X

United Way of Southwest Louisiana

72-0456901

Page 11

Balance Sheet Check if Schedule O contains a response or note to any line in this Part X

............................. (A) Beginning of year

1 2 3 4 5

Cash - non-interest-bearing . . . . . . . . . . . . . . . . . . . . . . . . . . . Savings and temporary cash investments . . . . . . . . . . . . . . . . . . . . . Pledges and grants receivable, net . . . . . . . . . . . . . . . . . . . . . . . . Accounts receivable, net . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L . . . . . . . . . . . . . . . . . . . . . . . . . .

Loans and other receivables from other disqualified persons (as defined under section

2,028,152 919,496 1,933,047 37,013

(B) End of year 1 2 3 4

2,050,482 927,089 1,966,118 13,789

4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary

Liabilities

Assets

organizations (see instructions). Complete Part II of Schedule L

7 8 9 10a b 11 12 13 14 15 16 17 18 19 20 21 22

23 24 25

Net Assets or Fund Balances

EEA

27 28 29

30 31 32 33 34

..............

Notes and loans receivable, net . . . . . . . . . . . . . . . . . . . . . . . . . Inventories for sale or use . . . . . . . . . . . . . . . . . . . . . . . . . . . . Prepaid expenses and deferred charges . . . . . . . . . . . . . . . . . . . . . Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D . . . . 10a 2,378,338 Less: accumulated depreciation . . . . . . . . . . . 10b 289,721 Investments - publicly traded securities . . . . . . . . . . . . . . . . . . . . . . Investments - other securities. See Part IV, line 11 . . . . . . . . . . . . . . . . Investments - program-related. See Part IV, line 11 . . . . . . . . . . . . . . . . Intangible assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other assets. See Part IV, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . Total assets. Add lines 1 through 15 (must equal line 34) . . . . . . . . . . . . . Accounts payable and accrued expenses . . . . . . . . . . . . . . . . . . . . . Grants payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Deferred revenue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Tax-exempt bond liabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . Escrow or custodial account liability. Complete Part IV of Schedule D . . . . . . . Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons. Complete Part II of Schedule L ............... Secured mortgages and notes payable to unrelated third parties . . . . . . . . . Unsecured notes and loans payable to unrelated third parties . . . . . . . . . . . Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total liabilities. Add lines 17 through 25 . . . . . . . . . . . . . . . . . . . . . Organizations that follow SFAS 117 (ASC 958), check here X and complete lines 27 through 29, and lines 33 and 34. Unrestricted net assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Temporarily restricted net assets . . . . . . . . . . . . . . . . . . . . . . . . . Permanently restricted net assets . . . . . . . . . . . . . . . . . . . . . . . . . Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34. Capital stock or trust principal, or current funds . . . . . . . . . . . . . . . . . . Paid-in or capital surplus, or land, building, or equipment fund .......... Retained earnings, endowment, accumulated income, or other funds ....... Total net assets or fund balances . . . . . . . . . . . . . . . . . . . . . . . . . Total liabilities and net assets/fund balances . . . . . . . . . . . . . . . . . . .

7,980

805,076

5,730,764 256,109

306,185

562,294

4,979,908 188,562

5,168,470 5,730,764

6 7 8 9

10c 11 12 13 14 15 16 17 18 19 20 21

22 23 24

25 26

27 28 29

30 31 32 33 34

13,604

2,088,617

2,444 7,062,143 127,678

1,440,000

1,567,678

5,275,297 219,168

5,494,465 7,062,143 Form 990 (2015)

Form 990 (2015)

Part XI 1 2 3 4 5 6 7 8 9 10

United Way of Southwest Louisiana

Page 12

72-0456901

Reconciliation of Net Assets

Check if Schedule O contains a response or note to any line in this Part XI ............................ Total revenue (must equal Part VIII, column (A), line 12) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 4,161,674 Total expenses (must equal Part IX, column (A), line 25) ............................. 2 3,835,679 Revenue less expenses. Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 325,995 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ............. 4 5,168,470 Net unrealized gains (losses) on investments .................................. 5 Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Investment expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Prior period adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Other changes in net assets or fund balances (explain in Schedule O) ...................... 9 0 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 5,494,465

Part XII

Financial Statements and Reporting Check if Schedule O contains a response or note to any line in this Part XII

............................ Yes

3a b EEA

Accounting method used to prepare the Form 990: Cash Other X Accrual If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule O. Were the organization's financial statements compiled or reviewed by an independent accountant? .............. If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both: Separate basis Consolidated basis Both consolidated and separate basis Were the organization's financial statements audited by an independent accountant? ..................... If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both: Consolidated basis Both consolidated and separate basis X Separate basis If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? .......... If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits ...........

3b Form 990 (2015)

Public Charity Status and Public Support

SCHEDULE A (Form 990 or 990-EZ)

Department of the Treasury Internal Revenue Service

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.

2015

Attach to Form 990 or Form 990-EZ. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

Name of the organization

Open to Public Inspection

Employer identification number

United Way of Southwest Louisiana

Part I

OMB No. 1545-0047

72-0456901

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.) 1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).) 3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). 4 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state: 5 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.) 6 A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). 7 X An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.) 8 A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) 9 An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.) 10 An organization organized and operated exclusively to test for public safety. See section 509(a)(4). 11 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 11g. a Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B. b Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C. c Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E. d Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V. e Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization. f Enter the number of supported organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . g Provide the following information about the supported organization(s). (i) Name of supported organization

(ii) EIN

(iii) Type of organization (described on lines 1-9 above (see instructions))

(iv) Is the organization listed in your governing document?

Yes

(v) Amount of monetary support (see instructions)

(vi) Amount of other support (see instructions)

(A) (B) (C) (D) (E)

Total For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. EEA

Schedule A (Form 990 or 990-EZ) 2015

United Way of Southwest Louisiana

Page 2

72-0456901

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public Support Calendar year (or fiscal year beginning in) 1

Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . . . . .

Tax revenues levied for the organization's benefit and either paid to or expended on its behalf . . . . . .

The value of services or facilities furnished by a governmental unit to the organization without charge . . . . . . Total. Add lines 1 through 3 . . . . . . The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) . . . . . .

4 5

Public support. Subtract line 5 from line 4

(a) 2011

(b) 2012

(d) 2014

(e) 2015

(f) Total

4,185,845

4,107,914

3,895,926

3,793,287

4,141,287

20,124,259

4,185,845

4,107,914

3,895,926

3,793,287

4,141,287

20,124,259

4,487,514 15,636,745

Section B. Total Support Calendar year (or fiscal year beginning in) 7 Amounts from line 4 . . . . . . . . . . 8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources . . . . . . . . . . . . . . . . 9

(a) 2011

(b) 2012

(d) 2014

4,185,845

4,107,914

3,895,926

3,793,287

38,763

36,137

29,334

(e) 2015

(f) Total

4,141,287

20,124,259

10,865

5,399

9,522

79,137 20,208,795

(109,700)

Net income from unrelated business activities, whether or not the business is regularly carried on . . . . . . . . .

11 12 13

Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) . . . . . . . . . . . 22,617 10,111 7,393 29,494 Total support. Add lines 7 through 10 . Gross receipts from related activities, etc. (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section C. Computation of Public Support Percentage 14 15 16a b 17a

18 EEA

Public support percentage for 2015 (line 6, column (f) divided by line 11, column (f)) . . . . . . . . . . . . . . . 14 77.38 Public support percentage from 2014 Schedule A, Part II, line 14 . . . . . . . . . . . . . . . . . . . . . . . . 15 83.00 33 1/3% support test - 2015. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization ........................... 33 1/3% support test - 2014. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization ...................... 10%-facts-and-circumstances test - 2015. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10%-facts-and-circumstances test - 2014. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

% %

Schedule A (Form 990 or 990-EZ) 2015

United Way of Southwest Louisiana

Schedule A (Form 990 or 990-EZ) 2015

Page 3

72-0456901

Part III

Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support Calendar year (or fiscal year beginning in)

(a) 2011

Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.")

Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose . . . . . .

Gross receipts from activities that are not an unrelated trade or business under section 513

(b) 2012

(d) 2014

(e) 2015

(f) Total

Tax revenues levied for the organization's benefit and either paid to or expended on its behalf . . . . . . . .

The value of services or facilities furnished by a governmental unit to the organization without charge . . . . . . . . .

Total. Add lines 1 through 5

........

7a Amounts included on lines 1, 2, and 3 received from disqualified persons

.....

b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year

c Add lines 7a and 7b 8

.. ............

Public support. (Subtract line 7c from line 6.) . . . . . . . . . . . . . . . . .

Section B. Total Support Calendar year (or fiscal year beginning in) 9 Amounts from line 6 . . . . . . . . . . . .

(a) 2011

(d) 2014

(e) 2015

(f) Total

10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources ..

b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 . . . . . . . .

c Add lines 10a and 10b 11

...........

Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on

...

Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) . . . . . . . . . . .

Total support. (Add lines 9, 10c, 11, and 12.) . . . . . . . . . . . . . . . . .

Section C. Computation of Public Support Percentage 15 16

Public support percentage for 2015 (line 8, column (f) divided by line 13, column (f)) ............... Public support percentage from 2014 Schedule A, Part III, line 15 ........................

15 16

% %

17 18

% %

Section D. Computation of Investment Income Percentage 17 18

Investment income percentage for 2015 (line 10c, column (f) divided by line 13, column (f)) ............ Investment income percentage from 2014 Schedule A, Part III, line 17 ......................

19a 33 1/3% support tests - 2015. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization

..........

b 33 1/3% support tests - 2014. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ........ 20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions ........... EEA

Schedule A (Form 990 or 990-EZ) 2015

United Way of Southwest Louisiana

Page 4

72-0456901

Part IV

Supporting Organizations (Complete only if you checked a box in line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations Yes 1

3a b

4a b

b c 6

8 9a

b c 10a

b EEA

Are all of the organization's supported organizations listed by name in the organization's governing documents? If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose, describe the designation. If historic and continuing relationship, explain. Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2). Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below. Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination. Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use. Was any supported organization not organized in the United States ("foreign supported organization")? If "Yes," and if you checked 11a or 11b in Part I, answer (b) and (c) below. Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If "Yes," describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations. Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If "Yes," explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes. Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes," answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document). Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document? Substitutions only. Was the substitution the result of an event beyond the organization's control? Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization's supported organizations? If "Yes," provide detail in Part VI. Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ). Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ). Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If "Yes," provide detail in Part VI. Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If "Yes," provide detail in Part VI. Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If "Yes," provide detail in Part VI. Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If "Yes," answer 10b below. Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings.)

2 3a

3b 3c 4a

5a 5b 5c

7 8

9a 9b 9c

10a 10b

Schedule A (Form 990 or 990-EZ) 2015

Part IV

United Way of Southwest Louisiana

Page 5

72-0456901

Supporting Organizations (continued)

11 Has the organization accepted a gift or contribution from any of the following persons? a A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization? b A family member of a person described in (a) above? c A 35% controlled entity of a person described in (a) or (b) above? If "Yes" to a, b, or c, provide detail in Part VI.

Yes

11a 11b 11c

Section B. Type I Supporting Organizations 1

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's directors or trustees at all times during the tax year? If "No," describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization's activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If "Yes," explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization.

Section C. Type II Supporting Organizations 1

Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees of each of the organization's supported organization(s)? If "No," describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations 1

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization's tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization's governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization's supported organizations have a significant voice in the organization's investment policies and in directing the use of the organization's income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization's supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations 1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions): a The organization satisfied the Activities Test. Complete line 2 below. b The organization is the parent of each of its supported organizations. Complete line 3 below. c The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions). 2 Activities Test. Answer (a) and (b) below. Yes No a Did substantially all of the organization's activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities. 2a b Did the activities described in (a) constitute activities that, but for the organization's involvement, one or more of the organization's supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization's position that its supported organization(s) would have engaged in these activities but for the organization's involvement. 2b 3 Parent of Supported Organizations. Answer (a) and (b) below. a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI. 3a b Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard. 3b EEA

Schedule A (Form 990 or 990-EZ) 2015

Part V

United Way of Southwest Louisiana

72-0456901

Page 6

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E. (B) Current Year Section A - Adjusted Net Income (A) Prior Year (optional) 1 Net short-term capital gain 1 2 Recoveries of prior-year distributions 2 3 Other gross income (see instructions) 3 4 Add lines 1 through 3 4 5 Depreciation and depletion 5 6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6 7 Other expenses (see instructions) 7 8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8 (B) Current Year Section B - Minimum Asset Amount (A) Prior Year (optional) 1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): a Average monthly value of securities 1a b Average monthly cash balances 1b c Fair market value of other non-exempt-use assets 1c d Total (add lines 1a, 1b, and 1c) 1d e Discount claimed for blockage or other factors (explain in detail in Part VI): 2 Acquisition indebtedness applicable to non-exempt-use assets 2 3 Subtract line 2 from line 1d 3 4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4 5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5 6 Multiply line 5 by .035 6 7 Recoveries of prior-year distributions 7 8 Minimum Asset Amount (add line 7 to line 6) 8 Section C - Distributable Amount

Current Year

1 Adjusted net income for prior year (from Section A, line 8, Column A) 1 2 Enter 85% of line 1 2 3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3 4 Enter greater of line 2 or line 3 4 5 Income tax imposed in prior year 5 6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6 7 Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions). EEA

Schedule A (Form 990 or 990-EZ) 2015

Part V

United Way of Southwest Louisiana

72-0456901

Section D - Distributions 1 Amounts paid to supported organizations to accomplish exempt purposes 2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity 3 Administrative expenses paid to accomplish exempt purposes of supported organizations 4 Amounts paid to acquire exempt-use assets 5 Qualified set-aside amounts (prior IRS approval required) 6 Other distributions (describe in Part VI). See instructions. 7 Total annual distributions. Add lines 1 through 6. 8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions. 9 Distributable amount for 2015 from Section C, line 6 10 Line 8 amount divided by Line 9 amount Section E - Distribution Allocations (see instructions) 1 2 3 a b c d e f g h i j 4

Page 7

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)

(i) Excess Distributions

Current Year

(ii) Underdistributions Pre-2015

(iii) Distributable Amount for 2015

Distributable amount for 2015 from Section C, line 6 Underdistributions, if any, for years prior to 2015 (reasonable cause required-see instructions) Excess distributions carryover, if any, to 2015:

From 2013 . . . . . . . . From 2014 . . . . . . . . Total of lines 3a through e Applied to underdistributions of prior years Applied to 2015 distributable amount Carryover from 2010 not applied (see instructions) Remainder. Subtract lines 3g, 3h, and 3i from 3f. Distributions for 2015 from Section D, line 7: $ a Applied to underdistributions of prior years b Applied to 2015 distributable amount c Remainder. Subtract lines 4a and 4b from 4. 5 Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions). 6 Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions). 7 Excess distributions carryover to 2016. Add lines 3j and 4c. 8 Breakdown of line 7: a b c Excess from 2013 . . . . d Excess from 2014 . . . . e Excess from 2015 . . . . EEA

Schedule A (Form 990 or 990-EZ) 2015

Part VI

EEA

Page 8

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions.)

Schedule A (Form 990 or 990-EZ) 2015

Schedule of Contributors

Schedule B (Form 990, 990-EZ, or 990-PF) Department of the Treasury Internal Revenue Service

OMB No. 1545-0047

2015

Attach to Form 990, Form 990-EZ, or Form 990-PF. Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

Name of the organization

Employer identification number

United Way of Southwest Louisiana

72-0456901

Organization type (check one): Filers of:

Section:

Form 990 or 990-EZ

501(c)( 3

) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization Form 990-PF

501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule. Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions. General Rule For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions. Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $

Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-PF), but it must answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF). For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF. EEA

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Page 2 Employer identification number

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Name of organization

United Way of Southwest Louisiana

Part I (a) No. 1

72-0456901

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

Axiall Corporation PO Box 1000

392,135

(b) Name, address, and ZIP + 4

Calcasieu Parish School System PO Box 880

227,097

(b) Name, address, and ZIP + 4

Citgo Petroleum Corporation PO Box 1562

611,100

(b) Name, address, and ZIP + 4

LyondellBasell Industries PO Box 1687

86,881

(b) Name, address, and ZIP + 4

Louisiana Pigment Company 3300 Bayou D'Inde Rd

157,675

(b) Name, address, and ZIP + 4

Westlake, LA 70669 EEA

Phillips 66 Pipeline LLC 2200 Old Spanish Trail

(d) Type of contribution Person Payroll Noncash

X X

(d) Type of contribution Person Payroll Noncash

X X

(d) Type of contribution Person Payroll Noncash

X X

(Complete Part II for noncash contributions.)

Westlake, LA 70669

(a) No.

Person Payroll Noncash

(Complete Part II for noncash contributions.)

Lake Charles, LA 70602

(a) No.

(d) Type of contribution

(Complete Part II for noncash contributions.)

Lake Charles, LA 70602

(a) No.

(Complete Part II for noncash contributions.)

Lake Charles, LA 70602

(a) No.

Person Payroll Noncash

(Complete Part II for noncash contributions.)

Lake Charles, LA 70602

(a) No.

(d) Type of contribution

285,828

(d) Type of contribution Person Payroll Noncash

X X

(Complete Part II for noncash contributions.) Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Page 2 Employer identification number

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Name of organization

United Way of Southwest Louisiana

Part I

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.

(a) No. 7

72-0456901

(b) Name, address, and ZIP + 4

Sasol North America, Inc. 2201 Old Spanish Trail

168,667

(b) Name, address, and ZIP + 4

Turner Industries PO Box 2599

180,437

(b) Name, address, and ZIP + 4

Westlake Chemical Corporation PO Box 2449

185,281

(b) Name, address, and ZIP + 4

Isle of Capri 100 Westlake Ave

83,232

(b) Name, address, and ZIP + 4

Entergy PO Box 1730

92,610

(b) Name, address, and ZIP + 4

Lake Charles, LA 70602 EEA

Grace PO Box 3247

X X

(d) Type of contribution Person Payroll Noncash

X X

(d) Type of contribution Person Payroll Noncash

X X

(d) Type of contribution Person Payroll Noncash

X X

(Complete Part II for noncash contributions.)

Lake Charles, LA 70602

(a) No.

Person Payroll Noncash

(Complete Part II for noncash contributions.)

Westlake, LA 70669

(a) No.

(d) Type of contribution

(Complete Part II for noncash contributions.)

Sulphur, LA 70664

(a) No.

X X

(Complete Part II for noncash contributions.)

Sulphur, LA 70664

(a) No.

Person Payroll Noncash

(Complete Part II for noncash contributions.)

Westlake, LA 70669

(a) No.

(d) Type of contribution

91,644

(d) Type of contribution Person Payroll Noncash

X X

(Complete Part II for noncash contributions.) Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

SCHEDULE D (Form 990) Department of the Treasury Internal Revenue Service

Supplemental Financial Statements

OMB No. 1545-0047

Complete if the organization answered "Yes" on Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. Attach to Form 990. Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

Name of the organization

Open to Public Inspection

Employer identification number

United Way of Southwest Louisiana Part I

2015

72-0456901

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6. (a) Donor advised funds

(b) Funds and other accounts

Total number at end of year . . . . . . . . . . . . Aggregate value of contributions to (during year) . Aggregate value of grants from (during year) .. Aggregate value at end of year . . . . . . . . . . Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal control? . . . . . . . . . . . . . . . . . . . Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1 2 3 4 5 6

Part II

Yes

Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

2 a b c d 3 4 5 6 7 8 9

Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (e.g., recreation or education) Preservation of a historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. Held at the End of the Tax Year Total number of conservation easements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a Total acreage restricted by conservation easements . . . . . . . . . . . . . . . . . . . . . . . . . . 2b Number of conservation easements on a certified historic structure included in (a) . . . . . . . . . . . 2c Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2d Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year Number of states where property subject to conservation easement is located Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............................. Yes No Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year $ Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? ................................................ In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements.

Part III

Yes

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items: (i) Revenue included on Form 990, Part VIII, line 1 ............................... $ (ii) Assets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items: a Revenue included on Form 990, Part VIII, line 1 ................................. $ b Assets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ For Paperwork Reduction Act Notice, see the Instructions for Form 990. EEA

Schedule D (Form 990) 2015

Part III 3 a b c 4 5

b c d e f 2a b

f g 2 a b c 3a

b 4

(b) Prior year

(d) Three years back

Beginning of year balance ........ Contributions . . . . . . . . . . . . . . . Net investment earnings, gains, and losses . . . . . . . . . . . . . . . . . . . Grants or scholarships .......... Other expenditures for facilities and programs . . . . . . . . . . . . . . . . . Administrative expenses ......... End of year balance ........... Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as: Board designated or quasi-endowment % Permanent endowment % Temporarily restricted endowment % The percentages in lines 2a, 2b, and 2c should equal 100%. Are there endowment funds not in the possession of the organization that are held and administered for the organization by: (i) unrelated organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (ii) related organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? ...................... Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

(e) Four years back

Yes

3a(i) 3a(ii) 3b

Land, Buildings, and Equipment. Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10. Description of property

(a) Cost or other basis (investment)

(b) Cost or other basis (other)

(d) Book value

depreciation

1a Land . . . . . . . . . . . . . . . . . . . . . . 184,578 b Buildings . . . . . . . . . . . . . . . . . . . . 1,747,375 22,756 c Leasehold improvements . . . . . . . . . . . . d Equipment . . . . . . . . . . . . . . . . . . . 446,385 266,965 e Other . . . . . . . . . . . . . . . . . . . . . . Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10c.) ............. EEA

Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10. (a) Current year

d e

Yes

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X? ............................................... Yes If "Yes," explain the arrangement in Part XIII and complete the following table: Amount Beginning balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1c Additions during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1d Distributions during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1e Ending balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1f Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? . . . . . . . . . Yes If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided on Part XIII .................

Part V

1a b c

Page 2

72-0456901

Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply): Public exhibition d Loan or exchange programs Scholarly research e Other Preservation for future generations Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII. During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization's collection? .............

Part IV

United Way of Southwest Louisiana

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

184,578 1,724,619 179,420 2,088,617 Schedule D (Form 990) 2015

Schedule D (Form 990) 2015

Part VII

United Way of Southwest Louisiana

72-0456901

Page 3

Investments - Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12. (a) Description of security or category (including name of security)

(b) Book value

(1) Financial derivatives . . . . . . . . . . . . . . . . . . (2) Closely-held equity interests . . . . . . . . . . . . . . (3) Other (A) (B) (C) (D) (E) (F) (G) (H) Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered "Yes" on Form 990, Part IV, line 11c. See Form 990, Part X, line 13. (a) Description of investment

(b) Book value

(1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, col. (B) line 13.)

Part IX

Other Assets. Complete if the organization answered "Yes" on Form 990, Part IV, line 11d. See Form 990, Part X, line 15. (a) Description

(b) Book value

(1) Deposits (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, col. (B) line 15.)

Part X

2,444

............................ 2,444 Other Liabilities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25. (a) Description of liability

(b) Book value

(1) Federal income taxes (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, col. (B) line 25.)

2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII EEA

.... X

Schedule D (Form 990) 2015

United Way of Southwest Louisiana

Page 4

72-0456901

Part XI

Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered "Yes" on Form 990, Part IV, line 12a. Total revenue, gains, and other support per audited financial statements .................... 1

1 2 a b c d e 3 4 a b c 5

Amounts included on line 1 but not on Form 990, Part VIII, line 12: Net unrealized gains (losses) on investments .................. 2a Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . 2b 250 Recoveries of prior year grants . . . . . . . . . . . . . . . . . . . . . . . . . . 2c Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . . . 2d Add lines 2a through 2d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amounts included on Form 990, Part VIII, line 12, but not on line 1: Investment expenses not included on Form 990, Part VIII, line 7b . . . . . . . . . 4a Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . . . 4b Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) .................

4,161,924

2e 3

250 4,161,674

4c 5

4,161,674

Part XII

Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered "Yes" on Form 990, Part IV, line 12a. Total expenses and losses per audited financial statements . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 3,835,929

1 2 a b c d e 3 4 a b c 5

Amounts included on line 1 but not on Form 990, Part IX, line 25: Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . 2a 250 Prior year adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b Other losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2c Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . . . 2d Add lines 2a through 2d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amounts included on Form 990, Part IX, line 25, but not on line 1: Investment expenses not included on Form 990, Part VIII, line 7b . . . . . . . . . 4a Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . . . 4b Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ................

Part XIII

2e 3

250 3,835,679

4c 5

3,835,679

Supplemental Information.

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

01. Footnote for uncertain tax position under FIN 48 (Part X) The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements.

Under this guidance, the United Way may

recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position.

There were no unrecognized tax benefits identified

or recorded as liabilities for the year ended June 30, 2016.

EEA

Schedule D (Form 990) 2015

72-0456901

(a) Name and address of organization or government

501(c)(3)

72-1209038

72-0626100

72-0870513

72-0734475

72-1009565

72-0423606

72-0408988

72-0946698

72-1454126

29,600

61,022

137,341

15,357

130,053

55,000

130,000

55,000

70,290

146,069

(d) Amount of cash grant

(e) Amount of noncash assistance

(f) Method of valuation (book, FMV, appraisal, other)

EEA

To support program funded by UW. To support program funded by UW. To support program funded by UW. To support program funded by UW. To support program funded by UW. To support program funded by UW. To support program funded by UW. To support program funded by UW. To support program funded by UW. To support program funded by UW.

(h) Purpose of grant or assistance

Schedule I (Form 990) (2015)

(g) Description of non-cash assistance

2 Enter total number of section 501(c)(3) and government organizations listed in the line 1 table .................................... 3 Enter total number of other organizations listed in the line 1 table .................................................. For Paperwork Reduction Act Notice, see the Instructions for Form 990.

501(c)(3)

72-1082217

(b) EIN

Yes

Open to Public Inspection

2015

OMB No. 1545-0047

Employer identification number

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.

(1) Abraham's Tent 2300 Fruge St Lake Charles, LA 70601 (2) Beaucare PO Box 1779 Deridder, LA 70634 (3) Beauregard ARC PO Box 13 Deridder, LA 70634 (4) Beauregard Community Concer PO Box 815 Deridder, LA 70634 (5) Beauregard Council on Aging PO Box 534 Deridder, LA 70634 (6) Big Brothers Big Sister 4135 Common St Lake Charles, LA 70607 (7) Boy Scouts Calcaiseu Counci 304 Dr Michael Debakey Dr Lake Charles, LA 70601 (8) Boys & Girls Village Founda 7378 Hwy 90 East Lake Charles, LA 70615 (9) Calcasieu Assn for Retarded 4100 J Bennett Johnston Dr Lake Charles, LA 70615 (10)Calcasieu Community Clinic PO Box 91775 Lake Charles, LA 70609

General Information on Grants and Assistance

Complete if the organization answered "Yes" to Form 990, Part IV, line 21 or 22. Attach to Form 990. Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.

Grants and Other Assistance to Organizations, Governments, and Individuals in the United States

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Part I

United Way of Southwest Louisiana

Name of the organization

Department of the Treasury Internal Revenue Service

SCHEDULE I (Form 990)

72-0456901

(a) Name and address of organization or government

501(c)(3)

72-1510673

72-0684711

74-1153957

72-1113592

58-0660607

72-0956468

20,000

115,290

96,578

35,000

44,290

32,000

265,899

(e) Amount of noncash assistance

(f) Method of valuation (book, FMV, appraisal, other)

EEA

(h) Purpose of grant or assistance

Schedule I (Form 990) (2015)

(g) Description of non-cash assistance

501(c)(3)

17,115

5019(c)(3)

72-0688561

31,111

501(c)(3)

72-1115596

114,000

(d) Amount of cash grant

501(c)(3)

72-0951694

(b) EIN

Yes

Open to Public Inspection

2015

OMB No. 1545-0047

Employer identification number

(1) Calcasieu Council on Aging 3950 Hwy 14 Lake Charles, LA 70607 (2) The Childrens Museum - Lake 327 Broad St Lake Charles, LA 70601 (3) Community Partners (Other U 701 N Fairfax St Alexandria, VA 22314 (4) Family & Youth Counseling 220 Louie St Lake Charles, LA 70601 (5) Project Build a Future 2306 3rd Street Lake Charles, LA 70601 (6) Jeff Davis Council on Aging PO Box 734 Jennings, LA 70546 (7) Junior Acheivement 200 S Huntington St Sulphur, LA 70663 (8) Literacy Council of SWLA 809 Kirby St Ste 126 Lake Charles, LA 70601 (9) Salvation Army PO Box 17166 Lake Charles, LA 70616 (10)Second Harvest Food Bank 612 LA Ave Lake Charles, LA 70601

General Information on Grants and Assistance

Complete if the organization answered "Yes" to Form 990, Part IV, line 21 or 22. Attach to Form 990. Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.

Grants and Other Assistance to Organizations, Governments, and Individuals in the United States

Part II

Part I

United Way of Southwest Louisiana

Name of the organization

Department of the Treasury Internal Revenue Service

SCHEDULE I (Form 990)

72-0456901

(a) Name and address of organization or government

501(c)(3)

72-1101471

72-1488905

26-2163645

26-0566851

58-2164455

20-4586416

13-1635294

72-0786459

72-0859660

179,075

22,000

43,961

23,911

12,000

246,800

12,000

37,030

60,000

65,000

(d) Amount of cash grant

(e) Amount of noncash assistance

(f) Method of valuation (book, FMV, appraisal, other)

EEA

(h) Purpose of grant or assistance

Schedule I (Form 990) (2015)

(g) Description of non-cash assistance

501(c)(3)

72-0655005

(b) EIN

Yes

Open to Public Inspection

2015

OMB No. 1545-0047

Employer identification number

(1) Southwest Louisiana Law Cen 1011 Lakeshore Dr Ste 402 Lake Charles, LA 70601 (2) Volunteer Center of SWLA 1023 Common St Lake Charles, LA 70601 (3) CADA - Jeff Davis Comm Agai PO Box 826 Jennings, LA 70546 (4) Community Chest Desgination 2220 E Gabriel Square Lake Charles, LA 70611 (5) St Nicholas Center for Chil 314 Broad Street Ste B Lake Charles, LA 70601 (6) Iberia Comprehensive Desiga 567 Walker St Merryville, LA 70653 (7) LA Assoc of United Way PO Box 3416 Baton Rouge, LA 70821 (8) United Way Worldwide 701 N Fairfax St Alexandria, VA 22314 (9) Assist Agency 11 N Parkerson Ave Crowley, LA 70526 (10)Oasis a Safe Haven PO Box 276 Lake Charles, LA 70606

General Information on Grants and Assistance

Complete if the organization answered "Yes" to Form 990, Part IV, line 21 or 22. Attach to Form 990. Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.

Grants and Other Assistance to Organizations, Governments, and Individuals in the United States

Part II

Part I

United Way of Southwest Louisiana

Name of the organization

Department of the Treasury Internal Revenue Service

SCHEDULE I (Form 990)

United Way of Southwest Louisiana

72-0456901

(b) Number of recipients

(d) Amount of non-cash assistance

(e) Method of valuation (book, FMV, appraisal, other)

(f) Description of non-cash assistance

Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.

(a) Type of grant or assistance

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22. Part III can be duplicated if additional space is needed.

This committee reviews agency budgets, financial statements, audits, IRS Form 990's,

EEA

Page

Schedule I (Form 990) (2015)

service outcomes, and programs to ensure that the strict standards of accountability established by the Organization are met.

volunteers within the community.

Each year all funded member agencies are reviewed by the Allocation and Review Committee which consists of over 100

01. Monitoring procedures (Part I, line 2)

Part IV

Part III

Schedule I (Form 990) (2015)

SCHEDULE O (Form 990 or 990-EZ)

Department of the Treasury Internal Revenue Service

OMB No. 1545-0047

Supplemental Information to Form 990 or 990-EZ

2015

Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. Attach to Form 990 or 990-EZ.

Open to Public Inspection

Information about Schedule O (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

Name of the organization

Employer identification number

United Way of Southwest Louisiana

72-0456901

01. Form 990 governing body review (Part VI, line 11) A preliminary review of the Form 990 is conducted by the President and the Director of Finance.

After the preliminary review, the Board of Directors are provided a copy of the

Form 990, and the Form 990 is filed once the Board gives its approval of the Form 990.

02. Conflict of interest policy compliance (Part VI, line 12c) The Board of Directors and staff review the policy once a year and sign off that they are aware of the policy as well as in compliance.

03. CEO, executive director, top management comp (Part VI, line 15a) The Chief Executive Officer's compensation is determined by a performance review and evaluation.

The Executive Committee then discusses and votes on an appropriate

compensation.

04. Form 990 availability to public (Part VI, line 18) The Organization makes the Form 990 available to the public upon request.

05. Governing documents, etc, available to public (Part VI, line 19) The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. EEA

Schedule O (Form 990 or 990-EZ) (2015)

Statement of Program Service Accomplishments Name(s) as shown on return

2015

PG01

Your Social Security Number

United Way of Southwest Louisiana Form 990-Part III(a) Statement of Service Accomplishment

72-0456901 Statement #4

Program Service Code Program Service Expenses $55590 Grants and allocations included in above expense $0 Program Services Revenue $0 Explanation United Way Led Initiatives - We consider ourselves the social services safety net for our community. If we find there is a need in one of our impact areas of education, income or health, that is not being met, we research to see what we can do to fill the gap. Some of our current programs that were implemented because of community need are VITA (Volunteer Income Tax Assistance) and Cribs for Kids. We believe advancing the common good is about helping one person at a time and about changing systems to help all of us.

STM.LD